Donor Intelligence
Prepare better donor conversations with giving, engagement, and relationship context in one view.
Learn moreFor fundraisers
Run the whole fundraising operation — not just a donation form.
Build the ask, understand every donor, grow recurring support, and track money from contribution to payout in one connected workspace.
Make every ask part of a stronger donor relationship.
Launch the appeal, understand the person behind the donation, grow recurring support, and keep finance informed. The operation stays connected from the first message through payout.
1Launch the ask
Publish a branded donation page in an afternoon.
Compose appeals from blocks — story, goal progress, suggested amounts, custom fields, and required disclosures — then preview on mobile and desktop before you publish. Supporters can spin up peer-to-peer pages that flow into the same checkout and attribution.
- Goals, public slugs, and visibility controls per page
- Recurring toggle and suggested amounts on every appeal
- Peer-to-peer supporter pages share your checkout and controls
Riverbend Action Fund/Pages · Spring Match Appeal
PublishDraftUnsaved changes · slug: /riverbend/spring-match
Blocks
HeroStoryProgressSuggested amountsCustom fieldFAQLegal disclosure
Match every dollar for river cleanup
Every donation this month is matched by a community pledge.
$18,420 raisedGoal $30,000
$10$25$50$100
Make this a monthly donation
Donate $25 monthly2Know every donor
Every donation lands on a real relationship record.
Donations, tags, event attendance, calls, and notes live on one canonical donor record with governed identity matching — so follow-up always has the context of the original donation.
- Giving history with source, cadence, and receipt actions
- Consent-aware contact methods and ownership
- Households, relationships, and engagement in one view
Riverbend Action Fund/Contacts · Dana Kim
Add noteDK
Dana Kim
Owner: Development team · Consent on file
$475
lifetime giving
Monthly donor Event attendee River cleanup
Giving
Apr 2$25RecurringCompleted
Mar 2$25RecurringCompleted
Feb 14$100One-timeCompleted
Activity
Opened "Match week update"
2d ago
Thank-you call — spoke with donor
1w ago
RSVP’d to Volunteer Orientation
3w ago
3Recurring support
Make monthly giving a program, not an afterthought.
See active subscriptions, processed run rate, and what's scheduled next. Pause, resume, update, or cancel with confirmation — and catch donations that need attention before they lapse.
- Charts show actual processed recurring volume only
- Status for every subscription: active, paused, needs review
- Follow up on retries with full donor context
Riverbend Action Fund/Fundraising · Recurring
Active subscriptions
214
Processed run rate
$4,780
per month
Next scheduled
$1,120
next 7 days
Paused
9
DKDana Kim$25 / monthNext: May 2Active
LPLuis Peña$10 / monthNext: May 5Active
ASAmara Sow$50 / monthNext: —Paused
MRMia Rossi$15 / monthNext: RetryingNeeds review
Pause, resume, update, or cancel with confirmation · demo data
4Move the money
Track every dollar from contribution to payout.
Watch balances, payout schedules, and settlement status against a verified destination — with gross, fees, and net broken out and settlement exports when finance asks.
- Available and pending balances at a glance
- Payout timeline with scheduled, in-transit, and paid states
- Settlement exports for reconciliation
Riverbend Action Fund/Payments · Payouts
Export settlementAvailable
$12,840
Pending
$3,215
Next payout
Apr 26
Total paid
$96,410
Operating checking ····4821Readyverified destination
$12,840
Gross $13,210 · fees $370
$9,415
Gross $9,700 · fees $285
$11,062
Gross $11,390 · fees $328
Everything around the donation matters too.
Connect donor context, stewardship, events, team ownership, compliance, and the supporter experience behind intentional giving.
CRM
Keep every donation connected to the events, messages, notes, and relationships around the donor.
Learn moreBuild segmented appeals and stewardship messages from the relationship data your team trusts.
Learn moreEvents
Tie ticketing, sponsorship, attendance, and post-event cultivation back to each supporter.
Learn moreAutomations
Send timely acknowledgements and open follow-up tasks without reducing stewardship to busywork.
Learn moreTeams & Permissions
Coordinate fundraisers, finance, and leadership with clear ownership and appropriately scoped access.
Learn moreFEC Compliance
Carry disclosure completeness and review evidence from contribution intake into reporting workflows.
Learn moreSmart Giving
Understand the donor-side experience behind deliberate, transparent, portfolio-based giving.
Learn morePrice the fundraising operation, not just the form.
See platform pricing or schedule a demo around your donor program, recurring strategy, finance workflow, and compliance requirements.
Different missions. One connected platform.
The same capabilities come together differently for every team. Explore the complete operating model designed for the people doing the work.
For campaigns
Run field, fundraising, communications, data, and reporting from one campaign operating system.
For organizers
Turn interest into durable volunteer roles, coordinated outreach, and measurable action.
For fundraisers
Build donor pipelines, recurring support, and stronger relationships around every donation.
For nonprofits
Connect advocacy, events, supporters, fundraising, and impact without stitching vendors together.
For PACs and committees
Coordinate fundraising, contribution controls, disclosures, review, and committee operations.
See your whole fundraising operation in one place
From the first ask to the final payout — build it on Advotecate.
Sign a petitionRSVP to an eventStart a fundraiserKnock doorsPhone bankFollow a causeVolunteerLaunch a campaignText supportersShare your story